Pricing Guide · Gilbert
Financial Advisors Cost in Gilbert, AZ — 2026 Price Guide
What should you pay for financial advisors in Gilbert? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Gilbert, AZ by verified customer ratings and review volume. The highest-rated is Creative Planning with a 5.0-star rating from 133 verified reviews. Also in the top tier: Stewardship and Trajan Wealth. The average rating across all listed financial advisors in Gilbert is 5 stars from 49 reviews per business on average.
Financial advisors in Gilbert typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
49
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Creative Planning
400 E Rivulon Blvd #106, Gilbert, AZ 85297, USA
Trajan Wealth
3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, USA
Financial Advisors Rankings in Gilbert, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Creative Planning400 E Rivulon Blvd #106, Gilbert, AZ 85297, USA | 5.0★ | 133 |
| #2 | Stewardship1094 S Gilbert Rd Suite 210, Gilbert, AZ 85296, USA | 5.0★ | 395 |
| #3 | Trajan Wealth3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, USA | 5.0★ | 67 |
| #4 | Watts Gwilliam & Company2730 S Val Vista Dr STE 124, Gilbert, AZ 85295, USA | 5.0★ | 6 |
| #5 | J. Martin Wealth Management1166 E Warner Rd #101, Gilbert, AZ 85296, USA | 5.0★ | 17 |
| #6 | Redeem Financial Group2162 E Williams Field Rd #111, Gilbert, AZ 85295, USA | 5.0★ | 31 |
| #7 | W Wealth Advisors - Gilbert Office2200 E Williams Field Rd #200, Gilbert, AZ 85295, USA | 5.0★ | 11 |
| #8 | Miller Wealth Management2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA | 5.0★ | 10 |
| #9 | Shoreline Financial Services609 S Gilbert Rd, Gilbert, AZ 85296, USA | 4.9★ | 12 |
| #10 | Saturn Wealth1166 E Warner Rd Suite #213, Gilbert, AZ 85296, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Gilbert
Watts Gwilliam & Company
2730 S Val Vista Dr STE 124, Gilbert, AZ 85295, USA
J. Martin Wealth Management
1166 E Warner Rd #101, Gilbert, AZ 85296, USA
Redeem Financial Group
2162 E Williams Field Rd #111, Gilbert, AZ 85295, USA
W Wealth Advisors - Gilbert Office
2200 E Williams Field Rd #200, Gilbert, AZ 85295, USA
Miller Wealth Management
2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA
Shoreline Financial Services
609 S Gilbert Rd, Gilbert, AZ 85296, USA
Kingdom Wealth Advisers
2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA
Asset Preservation Wealth & Tax, Financial Advisors
355 E Germann Rd #150, Gilbert, AZ 85297, USA
Heritage Financial Strategies I A Maridea Company
323 S Gilbert Rd UNIT 111, Gilbert, AZ 85296, USA
WestPac® Wealth Partners (Gilbert)
428 S Gilbert Rd Building 4, Suite 115, Gilbert, AZ 85296, USA
Accrue Wealth Designs
51 W Vaughn Ave #303, Gilbert, AZ 85233, USA
Cook Financial Group
2915 E Baseline Rd STE 119, Gilbert, AZ 85234, USA
Wealth Guardian Group
1757 E Baseline Rd Ste 118, Gilbert, AZ 85233, USA
Falcon Wealth Planning
1166 E Warner Rd Suite 101 F, Gilbert, AZ 85296, USA
Anderson Wealth
2730 S Val Vista Dr STE 176, Gilbert, AZ 85295, USA
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Frequently Asked Questions — Financial Advisors in Gilbert
What is a fiduciary financial advisor and why does it matter in Gilbert?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Gilbert, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Gilbert?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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